Investment Options

A Self-Directed IRA gives you the opportunity to make investment decisions in areas based on your knowledge and expertise. From real estate to private lending, you can choose from a wide variety of different types of investments allowed.

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About Entrust

"For almost 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms."

Funding Your IRA with a Rollover - Here's How It's Done

Like many Americans, you may have a 401(k) from previous jobs. When you left your old job, did you leave your retirement savings behind? Cashing out will leave you with paying fees, and leaving the funds untouched prevents you from reaching your investing dreams. Entrust has empowered thousands of investors, many of whom consolidated their past accounts into a Self-Directed IRA to allow their money to continue to grow tax deferred in real estate, LLCs, precious metals and hundreds of other alternative investments. Now, the question is, how can you fund your IRA? There are 3 easy ways - a rollover, transfer or contribution. In this article, we'll breakdown the process of funding your Self-Directed IRA at Entrust with a rollover.

Here's how to rollover your 401(k) to a Self-Directed IRA at Entrust in 3 steps:

Contact your custodian to let them know you are going to make a withdrawal and rolling over those funds to Entrust. (Make sure to tell them the exact amount, if not withdrawing the whole amount). While speaking with your custodian, make sure you give them your Entrust account number. It is important to collect the following information from them (you’ll need this information to fill out a Rollover Form):

Custodian information (Name, address, phone number)

Account number

Type of plan (Traditional IRA, Roth, SEP, SIMPLE, ESA, or HSA)

Fill out and submit the Rollover Form to Entrust:

Via the Entrust Client Portal:

Go to theEntrust Client Portal, go to the “Transactions” tab, click on “Fund Account” on the left side then select “Rollover”

Fill out the application and submit it

Email a photocopy of a complete statement (no older than 6 months) with your current custodian. Make sure it contains the following:

First make sure you have a valid identification (ID) on file. If you did not open your account online, make sure we have a correct form of ID by calling our Client Services Department at 800-392-9653, option 1. You can find out which types we accepthere